Maximo - Standard Operating Procedures
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Below is a list of standard operating procedures (SOP's) & training videos related to Maximo and EZMaxMobile (EMM). Feedback is encouraged and any changes that you would like made to these SOP's should be sent to Jocelyn Becraft (jlb246).
SOPs
Administration
Customer Service/ EMCS
C1 - Emergency SR Dispatch
C2 - Pest SR Dispatch
iOS/iPad Device and EZMaxMobile Setup
E1 - Setup of an iOS Device
E2 - Setup of Cornell E-mail on an iOS Device
E3 - EZMaxMobile Install and Setup on an iOS Device
FM Procurement Group
P1 - Create a Desktop Requisition in Maximo
- P1a - Create a Desktop Requisition in Maximo for Tools
P2 - Review, Edit, and Submit a Draft Desktop Requisition
P3 - Request for Quotation or to Fill an eShop Cart using PR Application
P4 - Create a Maximo PO from a PR and Place Order
P5 - Receive on a Maximo PO
Preventive Maintenance
PM1 - PM Work Order Status Change Request
PM2 - PM Turn off Process
Reference Information
REF1 - Maximo Facilities Management GL Account Information
REF2 - Maximo SR Classifications, Service Groups, Services
REF3 - Maximo SR and WO Status Definitions
REF4 - How to find WO and PM Info about assets in Maximo
REF5 - Maximo WO Work Types
REF6 - Person Groups
REF7 - Maximo Searching Tips
REF8 - Viewing SR and WO Cost Information in Maximo
REF9 - Maximo Crews
REF10 - Priority Levels
REF11 - SR Classification and Resolution-Closure
FC1 - SR Workflow Overview (non-emergency RMS SRs for FCS)
Trades
Maximo Specific
T3 - Submit a Material Requisition in Maximo
- T3a - Submit a Material Requisition in Maximo for Consumables
T7 - Enter Labor and Work Logs in Maximo
T8 - Enter Condition Monitoring Readings on a WO in Maximo
EZMaxMobile (EMM) Specific
T1 - Submit a Material Requisition in EZMaxMobile (.pdf)
T2 - Look Up Material Order Information in EZMaxMobile (.pdf)
T4 - View and Record Information on a Work Order (EMM) (.pdf)
- T4a - Enter Condition Monitoring Readings on a WO in EZMaxMobile (.pdf)
T5 - EZMaxMobile Offline Functionality (.pdf)
T6 - EZMaxMobile Work Order Searching Tips (.pdf)
T9 - Order Consumable Items in EZMaxMobile (.pdf)
T10 - How to use My Work Schedule view in EZMaxMobile (.pdf)-
REF T1 - View Floor Plans and Asbestos Survey Information from EZMaxMobile (.pdf)
Unit Facility Representatives (UFR's)
U1 - Evaluate and Triage a Service Request
- U1a - Repairs as a Result of Compliance and Related Inspections
- U1b - Fume Hood Hibernation-Un-Hibernation
U2 - Create and Submit a Service Request in Maximo
U3 - Triage Emergency Service Request
U4 - Prepare Internally Issued Service Request
U5 - Complete Work Order on Internally Issued SR
U6 - Submit a Change Order for an Existing SR
Zone Management
Z1 - Evaluate and Triage a Service Request
- Z1a - Repairs as a Result of Compliance and Related Inspections
- Z1b - Fume Hood Hibernation-Un-Hibernation
Z2 - Assign Work Order in WO Tracking - Foreperson
Z3 - Assign Work Order in Assignment Manager - Foreperson
Z4 - Assigning Children Work Orders - Foreperson
Z5 - Receive a Change Order Request
Z6 - Reviewing Unresolved SRs in Maximo
Training Videos
Maximo
Indicating Craft/Labor Requirements on a Work Order
Start Centers Mini Training (Zoom recording, 5/10/22)
Maximo Modules Overview Mini Training (Zoom recording, 5/17/22)
Tips and Tricks for Searching within Maximo Mini Training (Zoom recording, 5/19/22)
Procurement - How to create a Materials Request in Maximo Mini Training (Zoom recording, 5/24/22)
Service Requests and Work Orders Overview (incl. Statuses) Mini Training (Zoom recording, 5/31/22)
EZMaxMobile
EMM Basics Start Center Mini Training (Zoom recording, 5/12/22)
Procurement- How to create a Materials Request in EMM Mini Training (Zoom recording, 5/26/22)